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Performance and Post Trade Compliance

Job ID 20227832 Primary Location Sydney, Australia; Job Category Operations - Transaction Services
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This role will be responsible for the production, verification and communication of all Performance and Post-trade compliance related activities based upon client requirements as well as producing other periodic client reports. The lead will also be responsible for understanding and ensuring the accuracy of the data.

The lead will work closely with our clients, Client Executives, Product Managers to ensure timely and accurate reporting.

Key responsibilities include:

  • Lead and mentor team members in training and skill development
  • Assist in new client onboarding and implementations
  • Participate in department projects and ensure their completion
  • Create customized reporting based upon client requirements
  • Review, update and implement new processes and procedures where needed to enhance operational controls
  • Assist Product with client presentations to current or prospective clients
  • Perform quality control review on team members’ work
  • Support testing of new features/functionality for the Performance and Post-trade compliance platforms
  • Responsible for interfacing with index vendors
  • Provide feedback on vendor system quality/functionality
  • Attend to Client queries
  • Attend to audit matters


  • Computer literate with excellent MS Office skills
  • Advanced Microsoft Excel skills (example: macro, filtering, pivot tables, etc)
  • Strong analysis and problem solving skills
  • Knowledge of the end-to-end view of the overall performance reporting process
  • Excellent interpersonal and communication skills
  • Ability to multi-task and work well under pressure
  • Outstanding organizational skills and attention to detail
  • Advanced knowledge of all asset classes
  • Working knowledge of accounting systems


  • Bachelor's degree in a Business related field
  • >10 years of performance analysis and/or Post-trade compliance experience in financial services
  • CFA and CIPM (preferred but not required)


Job Family Group:

Operations - Transaction Services


Job Family:

Securities and Derivatives Processing


Time Type:


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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View the EEO Policy Statement.

View the Pay Transparency Posting

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